Migdal Insurance & Financial Holdings’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-794	Closed	-$69K	–	558
2022 Q4	$69K	Hold	794	–	–	﹤0.01%	293
2022 Q3	$67K	Hold	794	–	–	﹤0.01%	284
2022 Q2	$75K	Hold	794	–	–	﹤0.01%	338
2022 Q1	$93K	Hold	794	–	–	﹤0.01%	372
2021 Q4	$97K	Buy	+794	New	+$91.4K	﹤0.01%	366
2017 Q4	–	Sell	-940	Closed	-$87K	–	576
2017 Q3	$87K	Buy	+940	New	+$87.3K	﹤0.01%	377

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings's RWR Position: Q1 2023 in Review

Migdal Insurance & Financial Holdings sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 794 shares — an estimated $69K sold.

Migdal Insurance & Financial Holdings first reported a position in RWR in Q3 2017 and held it in 6 quarters. The position peaked at $97K in Q4 2021. 245 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

Migdal Insurance & Financial Holdings reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 794 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $69K.
Migdal Insurance & Financial Holdings first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2017 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's State Street SPDR Dow Jones REIT ETF position peaked at $97K in Q4 2021.
245 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2023, filed 1 May 2023.